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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,905 | $48,313-38.1% | $73,309-59.2% | $52,331-42.9% |
| Participation rate | 33.2% | 68.6%-35.4pp | 74.9%-41.7pp | 68.1%-34.9pp |
| Annual return | 55.62% | 3.85%+51.8pp | 5.67%+49.9pp | 4.54%+51.1pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,249 | $4,189-46.3% | $4,991-54.9% | $3,022-25.6% |
| Admin fee / account holder | $2,209 | $404+446.8% | $5,637-60.8% | $592+273.3% |